SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 325 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $219,562 | -1.1% | 5,014 | +3.6% | 0.00% | – |
| Q2 2023 | $222,106 | -53.4% | 4,840 | -55.4% | 0.00% | – |
| Q1 2023 | $476,394 | +135.0% | 10,842 | +127.3% | 0.00% | – |
| Q4 2022 | $202,683 | +10.2% | 4,769 | -0.3% | 0.00% | – |
| Q3 2022 | $184,000 | -27.6% | 4,782 | -25.4% | 0.00% | – |
| Q2 2022 | $254,000 | +16.0% | 6,413 | +37.8% | 0.00% | – |
| Q1 2022 | $219,000 | +19.7% | 4,653 | +26.7% | 0.00% | – |
| Q4 2021 | $183,000 | +48.8% | 3,672 | +38.4% | 0.00% | – |
| Q3 2021 | $123,000 | +251.4% | 2,654 | +257.2% | 0.00% | – |
| Q2 2021 | $35,000 | +9.4% | 743 | +6.9% | 0.00% | – |
| Q1 2021 | $32,000 | +28.0% | 695 | +11.6% | 0.00% | – |
| Q4 2020 | $25,000 | -82.8% | 623 | -86.0% | 0.00% | – |
| Q3 2020 | $145,000 | +13.3% | 4,453 | +8.9% | 0.00% | – |
| Q2 2020 | $128,000 | – | 4,088 | +20340.0% | 0.00% | – |
| Q1 2020 | $0 | -100.0% | 20 | -98.1% | 0.00% | – |
| Q4 2019 | $39,000 | +18.2% | 1,065 | +10.2% | 0.00% | – |
| Q3 2019 | $33,000 | +1550.0% | 966 | +1794.1% | 0.00% | – |
| Q2 2019 | $2,000 | 0.0% | 51 | +2.0% | 0.00% | – |
| Q1 2019 | $2,000 | – | 50 | +900.0% | 0.00% | – |
| Q4 2018 | $0 | -100.0% | 5 | -99.2% | 0.00% | – |
| Q3 2018 | $22,000 | – | 598 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 6,910,743 | $274,284,000 | 20.64% |
| WALLER FINANCIAL PLANNING GROUP, INC | 787,692 | $31,263,000 | 9.15% |
| Atlas Private Wealth Advisors | 320,579 | $12,724,000 | 7.63% |
| Peterson Wealth Advisors, LLC | 538,148 | $21,359,000 | 7.05% |
| Montz Harcus Wealth Management LLC | 165,664 | $6,575,000 | 6.93% |
| New Perspectives, Inc | 205,797 | $8,168,076 | 6.65% |
| Measured Wealth Private Client Group, LLC | 341,622 | $13,559,000 | 5.99% |
| Valmark Advisers, Inc. | 7,163,702 | $284,327,000 | 5.52% |
| Financial Strategies Group, Inc. | 322,918 | $12,817,000 | 5.37% |
| Private Wealth Group, LLC | 98,404 | $3,906,000 | 4.84% |